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Your Project Specific Plan Includes

A one-to-three page, easy to understand financial blueprint addressing one or two specific concerns, summarizing the good, the bad, and your “to-do” list.

One-to-three startup meetings/calls, and available by phone and email for the duration of the project. 


$500 One-Time Plan Creation Fee

Popular Project Specific Planning topics include: 

Debt Repayment: Student Loans, Credit Cards, and Personal Loans

  • What is the best way to pay my student loans? Do I qualify for any loan forgiveness options? Can you help me build a debt repayment plan? How do I consolidate?

Financial Wellness

  • Can you help me build a budget? Can we look at current and future cash flows?  What is my net worth? How much should be in my emergency fund?

Asset Management & Allocation

  • Am I diversified? Should I have more stocks or bonds? What’s the difference between an IRA and Roth IRA? Should I open a Roth IRA? Should I rollover my previous 401k plan(s)? I am a business owner, what is a SEP IRA?

Employer Benefits

  • What investments should I be using for my 401k? What is a Roth 401k? How much do I need to invest to get my full employer match? What are all these benefits my employer is offering? Am I saving enough to my employer plan? Do I have a pension?

College Planning

  • How do I open a 529 account for my kid(s)? Is a 529 plan the best savings vehicle for their college?

Life Insurance

  • How much life insurance do I need and where do I get it? Do I have enough? Should I buy more through my employer or privately? How much does it cost?

Disability Insurance

  • What does disability insurance cover? Do I have enough? Should I have more? Are these benefits taxable?